Business Settings in BillBook allow users to configure essential business details, tax settings, sales preferences, and inventory controls to match their operational needs. 🚀🏢
📌 Business Information Settings #
✅ Go to → Settings → Business Settings
Here, you can configure:
- Business Name 🏢
- Start Date 📅
- Default Profit Margin 💰
- Currency & Timezone 🌍
- Business Logo 🖼️
- Financial Year Start (January/April) 📊
- Tax Information 🏷️
🔢 Product SKU Prefix #
✅ Enable Product SKU Prefix to auto-generate SKU numbers with a prefix.
✅ If enabled, the system will automatically append the prefix when adding new products.
📌 Example: If the prefix is “BB-“, the SKU for a new product could be BB-001.
💰 Default Discounts & Credit Limits #
✅ Business Setting → Contact → Default Credit Limit
- Sets the default credit limit for new customers & suppliers.
✅ Business Setting → Sale → Default Sale Discount
- The default discount applied to all sales in POS & Add Sales Screen.
🛒 Sales Settings & POS Preferences #
✅ Sales Item Addition Method:
- Add item in a new row → Adds products separately in the POS cart.
- Increase item quantity if it already exists → Updates the quantity instead of adding a new row.
✅ Amount Rounding Method:
- Defines whether product prices should be rounded to whole numbers or decimals.
✅ Minimum Selling Price Restriction:
- Prevents selling below the set selling price.
- Can sell at a higher price but not lower.
✅ Enable Inline Tax:
- Shows price including tax on the POS screen.
- Go to Business Settings → Tax → Enable Inline Tax.
✅ Enable Sales Order:
- Enables the Sales Order feature for managing customer pre-orders.
🔄 Editing Transactions & DataTable Preferences #
✅ Limit for Transaction Edits:
- Set the number of days within which transactions can be edited (default: 30 days).
- Increase this in Business Settings if required.
✅ Datatable Entry Selection:
- Set the default number of entries displayed per page in reports.
📦 Inventory & Overselling Control #
✅ Allow Overselling of Products:
- Enable this option to sell products even when they are out of stock.
- Warning: If overselling occurs, profit may show as negative for those products.
📌 Useful for businesses that accept pre-orders or backorders.
🚀 Why Use Business Settings in BillBook? #
✅ Configures core business details & tax settings ⚙️
✅ Automates product pricing, discounts, & transactions 🏷️
✅ Customizes sales preferences for POS & orders 🛒
✅ Enables flexible inventory & overselling options 📦
With BillBook’s Business Settings, businesses can tailor the system to fit their needs effortlessly! 🚀🏢
Let me know if you need any refinements! 😊